Senior Fixed Income Portfolio Manager Research Specialist

Company:

Mercer

Description:

Mercer Investments LLC is seeking candidates for the following position based in the New York, NY office (A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                               
 

                                    Senior Fixed Income Portfolio Manager Research Specialist

We will count on you to:

Undertake in-depth quantitative and qualitative analysis of investment strategies, portfolio management methodologies, and investment technologies to evaluate their potential to produce future outperformance. Perform and lead due diligence on investment management firms and their investment strategies on new and existing fixed income funds across strategy types and sub asset classes – with a focus on Emerging Market Debt and Multi Asset Credit. Prepare research notes and presentations outlining the strengths and weaknesses of a given strategy and stating the recommendation based on that research. Serve as specialist for the multi asset credit sub asset class. Work on global client projects related to this sub asset class and serve as the US co-lead to a global investor base of this growth area for Mercer clients. Make recommendations concerning the capability and suitability of investment strategies for key institutional clients and identify investment management strategies tailored to complex risk profiles. Design sophisticated investment management solutions to address clients’ risk constraints and formulate best-in-class investment management due diligence, recommendations, and assessments to deliver increased investment value for key clients. Work with Mercer’s Fixed Income OCIO (Outsourced Chief Investment Officer) team to determine appropriate investment solutions for clients. Create intellectual capital and strategic research related to Fixed Income. Present at Mercer’s Global Investment Forums and represent the Fixed Income Research team to both asset owners and asset managers. Provide feedback to investment managers on their specific investment strategies as well as updating them on changes to Mercer’s research/client processes. This ensures efficient communication in the best interests of Mercer clients.

What you need to have: 

Must have a Bachelor’s degree or foreign equivalent in Economics, Finance, or a related field plus three (3) years of experience working within an asset management firm and/or global consulting firm in the position offered or a related position. Must have two (2) years of experience with all of the following: Performing investment analysis including quantitative and qualitative due diligence of fixed income investment strategies; Leading client meetings and supporting client and business development opportunities; Leading dialogue with investment portfolio managers for research; Analyzing and/or recommending liability-driven investment (LDI) solutions; Asset allocation modeling and implementation to aid OCIO team; Working with consultants/clients to select fixed income investment managers for inclusion in client portfolios including multi-manager structures.

The applicable base salary range for this role is $139,922 - $208,800 per year.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

 #LI-DNI

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Apply